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Global equity manager Orbis Investments has appointed a head of marketing from Capital Group as it becomes the latest manager to target advised retail investors. ...

Financial planning • 4 August 2025

Shaw and Partners’ new national head of private wealth believes the biggest challenge for financial advisers right now is being able to deliver efficient advice delivery ...

Financial planning • 4 August 2025

The possibility of a dissenting vote from shareholder L1 Capital has led Platinum Asset Management to scrap its conversion plan for the $450 million Platinum Capital LIC ...

Funds management • 5 August 2025

Commonwealth Private Limited, a subsidiary of Commonwealth Bank of Australia, has launched a wholesale offering with the help of JPMAM....

Financial planning • 5 August 2025

With active ETFs becoming the latest choice as fund managers target the retail audience, their high fees may be a detractor as research finds investors are shunning those...

Funds management • 5 August 2025

A former director has pleaded guilty to providing financial product advice without holding an AFSL which saw almost $2 million transferred to him....

Financial planning • 5 August 2025

Two law firms have highlighted licensees’ responsibility to ensure they have sufficient cyber security measures in light of the enforcement action against Fortnum Private...

Financial planning • 5 August 2025

Betashares has expanded its equity range, launching its latest Australian equity ETF and reducing the management fee on its existing global dividend ETF....

Funds management • 6 August 2025

Global X has come out fighting in the race to the bottom for ETF fees with an Australian equity ETF offering fees of just 0.04 per cent per annum, less than half those of...

Funds management • 6 August 2025

Colonial First State has partnered with JP Morgan Asset Management to make its inaugural private equity allocation, continuing the firm’s expansion into unlisted asset cl...

Financial planning • 6 August 2025

Warakirri Asset Management has partnered with US-based investment manager ClariVest to give Australian retail and wholesale investors access to the firm’s global small co...

Funds management • 6 August 2025

Funds under management at Pinnacle Investment Management are approaching $180 billion, helped by a substantial jump in FUM from its overseas affiliates. ...

Funds management • 6 August 2025

Stakeholders in the professional year discussion underscore the challenges in the current pipeline and what is holding back licensees from taking on new candidates....

Features • 6 August 2025

Innovations in artificial intelligence are continuing apace with China leading global development, according to Betashares investment strategist Hugh Lam....

Funds management • 6 August 2025

Remediation and litigation costs have led AMP to announce a reduced statutory net profit after tax of $98 million for the first half of 2025....

Financial planning • 7 August 2025

The Australian Wealth Advisors Group has entered into a joint venture with a Melbourne financial services firm to launch a wealth manager....

Financial planning • 7 August 2025

WT Financial has announced its second “Hubco” with a combined valuation of $7.8 million, while its first one has successfully incorporated and is now making its own acqui...

Financial planning • 7 August 2025

Perpetual Asset Management has launched its inaugural fixed income and credit active ETF, cashing in on the recent boom in the asset class....

Funds management • 7 August 2025

The profession is up by almost 200 advisers for the new financial year, with August continuing the consistent weekly positive gains. ...

Financial planning • 7 August 2025

In this episode of Relative Return Insider, host Keith Ford is joined by Accountants Daily journalist Imogen Wilson to take a look at why there has been such broad suppor...

Editorial • 7 August 2025
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MARKET INSIGHTS

The succession dilemma is more than just a matter of commitments.This isn’t simply about younger vs. older advisers. It’...

1 month 3 weeks ago

Significant ethical issues there. If a relationship is in the process of breaking down then both parties are likely to b...

2 months 2 weeks ago

It's not licensees not putting them on, it's small businesses (that are licensed) that cannot afford to put them on. The...

2 months 3 weeks ago

ASIC has canceled the AFSL of Sydney-based asset consultant and research firm....

3 weeks 4 days ago

ASIC has banned a Melbourne-based financial adviser for eight years over false and misleading statements regarding clients’ superannuation investments....

1 week 6 days ago

ASIC has banned a Melbourne-based financial adviser who gave inappropriate advice to his clients including false and misleading Statements of Advice....

1 week 4 days ago
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